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True Link
True Link Financial, Inc. offers financial advisory planning services by offering smart solutions to manage spending and asset growth in retirement
About True Link
True Link Financial provides customizable financial services and prepaid cards designed to meet the unique needs of older adults, people with disabilities, and individuals in recovery. The company operates in the financial services market, focusing on providing safer access to funds and preventing financial exploitation. True Link's core product is a prepaid card that can be tailored through an online dashboard to control spending, add funds, and set specific usage parameters. This service is particularly beneficial for caregivers, fiduciaries, and family members who manage finances for vulnerable individuals. True Link makes money through fees associated with the prepaid cards and additional financial services. The company serves a diverse client base, including older adults, beneficiaries of special needs trusts (SNTs), and people in recovery from addiction. By offering a secure and customizable financial solution, True Link aims to enhance financial independence and security for its clients.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2012
- Headquarters
- San Francisco, United States
- Employees
- 103
- Open positions
- 2
- Dealroom signal
- 71.8/100
- Industry
- Fintech
- Sub-industry
- Mortgages & Lending
- Sector
- Fintech, Planning, Well-Being, YC S13, financial inclusion
- Investment activity
- 1 company, latest Aug 2016
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES BOther financing | Jul 2020 | $35M | $140M | Centana Growth Partners · Khosla Ventures | — |
| LATE VCOther financing | Dec 2018 | $0 | — | Khosla Ventures | — |
Growth signals
Latest recorded traffic for True Link is 800K monthly website visits, down 5.9% over the last three months. True Link's team grew 1% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed7 investors entered at this stage
Y Combinator
Deciens Capital
Karlin Ventures
Cambia Health Solutions
David Beyer
Initialized Capital
Generator Ventures
Series A8 investors entered at this stage
Kapor Capital
Symmetrical Ventures
Ziegler
QED Investors
Exor Ventures
Radicle Impact
Nelstone Ventures
Centana Growth Partners
Series B and later1 investor entered at this stage
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about True Link on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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